M1 CAPITAL MANAGEMENT
C43
CRD 158269·SEC 801-72578·TROY, MI
AUM
$450.4M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $237.3M
'21 · $250.9M
'22 · $210.9M
'23 · $262.1M
'25 · $406.0M
'26 · $450.4M
'20'26
$237.3M → $450.4M▲ +90%
Client mix
| Individuals Other | 278 |
| Individuals High Net Worth | 105 |
| Pension Profit Sharing Plans | 8 |
| Corporations | 8 |
| Charitable Organizations | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 3 advisors
'23 · 5 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
4 advisors → 6 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
200 EAST BIG BEAVER ROADSTE 132TROY, MI 48083
Business
200 EAST BIG BEAVER ROADSTE 132TROY, MI 48083
Edgar Recent Filings
13F-HR2026-05-08 · 0001976157-26-000002
13F-HR2026-02-13 · 0001976157-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited